LIFEWISE WEALTH ADVISORS of CHAMPAIGN, IL is an SEC-registered investment adviser (CRD 341748). Regulatory assets under management: $491.9M.
Compensation: % of AUM, Fixed.
Clients served: Individuals, High net worth, Pooled vehicles, Pensions, Charities.
| Name | Role | Location |
|---|---|---|
| Julie Ann Wagner | CHIEF COMPLIANCE OFFICER | — |
| Caleb Jonathan Smoes | CHIEF EXECUTIVE OFFICER & WEALTH ADVISOR | — |
| John David Foley | FOUNDING PARTNER & CERTIFIED FINANCIAL PLANNER | — |
| Andrew James Mcdowell | PARTNER & CERTIFIED FINANCIAL PLANNER | — |
| John Ryan Kennedy | MANAGING PARTNER & CERTIFIED FINANCIAL PLANNER | — |